
Salesforce Replacement Whitepaper
A practical guide to moving from Salesforce to ShareCRM: a four-phase migration blueprint, the tools behind it, and how 100+ companies made the switch.
How ShareCRM protects customer data: compliance and privacy, tenant isolation, global infrastructure, AI and agent security, and business continuity.

Inside the whitepaper
The whitepaper opens with ShareCRM’s three security commitments: defense in depth with Zero Trust, a high-availability foundation on AWS in Hong Kong, Frankfurt, Singapore and North America, and compliance that customers can verify. It then covers privacy and data subject rights, the Privacy by Design approach, and the shared responsibility model that sets out what AWS, ShareCRM and your own administrators each secure.
It describes how the platform is built to protect data: regional deployment with data residency, network segmentation into four security zones, edge defense with DDoS protection, WAF and intrusion detection, logical and physical tenant isolation, encryption at rest and in transit, and backup with disaster recovery.
It also explains how security extends to AI. The paper covers the DevSecOps process, Responsible AI governance aligned with ISO 42001, and the six runtime controls in ShareHive Agent OS, including human confirmation before any agent writes to business data. It closes with Zero Trust access for operations, business continuity under ISO 22301, and the governance and third-party audits that stand behind these controls.

A practical guide to moving from Salesforce to ShareCRM: a four-phase migration blueprint, the tools behind it, and how 100+ companies made the switch.

How ShareService unifies service intake, dispatch, field execution, settlement and feedback in one workflow, with service AI agents that help every team resolve faster.

ShareCRM is the Agentic CRM that thinks, acts and learns. This whitepaper shows how ShareHive Agent OS and ShareAgent put over 60+ pre-built agents to work across marketing, sales and service, and the security model that keeps them trusted.